This company has been acquired
ChannelAdvisor (ECOM) Aperçu de l'action
ChannelAdvisor Corporation, together with its subsidiaries, provides software-as-a-service (SaaS) solutions in the United States and internationally. Plus de détails
| Score flocon de neige | |
|---|---|
| Évaluation | 5/6 |
| Croissance future | 3/6 |
| Performances passées | 5/6 |
| Santé financière | 6/6 |
| Dividendes | 0/6 |
Récompenses
Analyse des risques
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ChannelAdvisor Corporation Concurrents
Historique des prix et performances
| Historique des cours de bourse | |
|---|---|
| Prix actuel de l'action | US$23.09 |
| Plus haut sur 52 semaines | US$27.69 |
| Plus bas sur 52 semaines | US$11.89 |
| Bêta | 0.39 |
| Variation sur 1 mois | 1.01% |
| Variation sur 3 mois | 45.04% |
| Variation sur 1 an | -16.22% |
| Variation sur 3 ans | 156.56% |
| Variation sur 5 ans | 168.49% |
| Évolution depuis l'introduction en bourse | 25.22% |
Nouvelles et mises à jour récentes
ChannelAdvisor reports Q3 results
ChannelAdvisor press release (NYSE:ECOM): Q3 Revenue of $43.5M (+4.6% Y/Y) misses by $0.07M. Cash and cash equivalents were $88.1 million, an increase of $3.9 million since June 30, 2022.ChannelAdvisor Aims For Mild Growth As A Macro Slowdown Beckons
Summary ChannelAdvisor reported its Q2 2022 financial results on August 9. The firm provides companies with multichannel management software and services. ECOM has reduced the top end of its growth guidance, operating income is flat, and management sees headwinds from a strong dollar and macroeconomic conditions. I'm on Hold for ECOM for the near term. A Quick Take On ChannelAdvisor ChannelAdvisor (ECOM) reported its Q2 2022 financial results on August 9, 2022, beating expected revenue and EPS estimates. The company provides a platform that assists retailers and other brands to better manage their ecommerce operations. With a slowing economy, higher U.S. dollar and tepid forward growth guidance, my outlook on ECOM is on Hold for the near term. ChannelAdvisor Overview And Market Morrisville, North Carolina-based ChannelAdvisor was founded in 2001 to provide multichannel commerce solutions for brands and retailers to streamline their operations and grow sales. The firm is headed by Chief Executive Officer, David Spitz, who is also Chairman of Adwerx, a senior advisor to Susquehanna Growth Equity and founder of Avesair and Netstation. The company's primary offerings include: Marketplaces and first-party channels Digital marketing and retail media Product content and feed management Shoppable media Brand analytics Managed services The firm acquires customers, which are frequently middle market or larger in size, through its inside and direct sales and marketing teams. According to a 2020 market research report by Grand View Research, the global market for e-commerce software was valued at $6.2 billion in 2019 and is expected to reach $18 billion by 2027. This represents a forecast very strong CAGR of 16.3% from 2020 to 2027. The main drivers for this expected growth are an increase in e-commerce capabilities to assist enterprises in automating core business functions while increasing the leverage firms have as consumers increasingly adopt online shopping for goods and services. Also, firms that utilize APIs (Application Programming Interface) enable companies to employ low code solutions to quickly modernize their existing systems. ChannelAdvisor's Recent Financial Performance Total revenue by quarter has largely plateaued in recent quarters: 5 Quarter Total Revenue (Seeking Alpha) Gross profit by quarter has also flatlined recently: 5 Quarter Gross Profit (Seeking Alpha) Selling, G&A expenses as a percentage of total revenue by quarter have varied within a narrow range: 5 Quarter SG&A % Of Revenue (Seeking Alpha) Operating income by quarter has remained positive in recent quarters: 5 Quarter Operating Income (Seeking Alpha) Earnings per share (Diluted) have produced the following results: 5 Quarter Earnings Per Share (Seeking Alpha) (All data in above charts is GAAP) In the past 12 months, ECOM's stock price has dropped 43.8% vs. the U.S. S&P 500 Index's fall of around 13.1%, as the chart below indicates: 52 Week Stock Price (Seeking Alpha) Valuation And Other Metrics For ChannelAdvisor Below is a table of relevant capitalization and valuation figures for the company: Measure ((TTM)) Amount Enterprise Value/Sales 2.07 Revenue Growth Rate 10.1% Net Income Margin 23.7% GAAP EBITDA % 12.0% Market Capitalization $433,520,000 Enterprise Value $357,040,000 Operating Cash Flow $30,390,000 Earnings Per Share (Fully Diluted) $1.29 (Source - Seeking Alpha) Below is an estimated DCF (Discounted Cash Flow) analysis of the firm's projected growth and earnings: Discounted Cash Flow - ECOM (GuruFocus) Assuming generous DCF parameters, the firm's shares would be valued at approximately $14.40 versus the current price of $14.66, indicating they are potentially currently fully valued, with the given earnings, growth and discount rate assumptions of the DCF. The Rule of 40 is a software industry rule of thumb that says that as long as the combined revenue growth rate and EBITDA percentage rate equal or exceed 40%, the firm is on an acceptable growth/EBITDA trajectory. ECOM's most recent GAAP Rule of 40 calculation was 22.1% as of Q2 2022, so the firm needs some improvement in this regard, per the table below: Rule of 40 - GAAP Calculation Recent Rev. Growth % 10.1% GAAP EBITDA % 12.0% Total 22.1% (Source - Seeking Alpha) Commentary On ChannelAdvisor In its last earnings call (Source - Seeking Alpha), covering Q2 2022's results, management highlighted its resilient results in the face of 'slower e-commerce growth, high consumer inflation and macro uncertainty.' The company retired 6% of outstanding shares from a previously authorized share purchase, to which it will add another $25 million in possible future share repurchases. Management expects revenue to improve starting in Q3 as subscription growth helped the company achieve revenue above the midpoint of its previous guidance range, although foreign exchange headwinds will challenge its future prospects somewhat.Recent updates
Rendement pour les actionnaires
| ECOM | US Software | US Marché | |
|---|---|---|---|
| 7D | 0.1% | 8.6% | 1.6% |
| 1Y | -16.2% | -1.1% | 28.2% |
Rendement vs Industrie: ECOM a dépassé le secteur US Software qui a rapporté -1.1 % au cours de l'année écoulée.
Rendement vs marché: ECOM a dépassé le marché US qui a rapporté 28.2 % au cours de l'année écoulée.
Volatilité des prix
| ECOM volatility | |
|---|---|
| ECOM Average Weekly Movement | 15.6% |
| Software Industry Average Movement | 9.7% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.8% |
| 10% least volatile stocks in US Market | 3.0% |
Cours de l'action stable: Le cours de l'action de ECOM a été volatil au cours des 3 derniers mois par rapport au marché US.
Volatilité au fil du temps: La volatilité hebdomadaire de ECOM est passée de 9% à 16% au cours de l'année écoulée.
À propos de l'entreprise
| Fondée | Salariés | PDG | Site web |
|---|---|---|---|
| 2001 | 846 | David Spitz | www.channeladvisor.com |
ChannelAdvisor Corporation Résumé des fondamentaux
| ECOM statistiques fondamentales | |
|---|---|
| Capitalisation boursière | US$667.68m |
| Bénéfices(TTM) | US$37.23m |
| Recettes(TTM) | US$174.03m |
Le site ECOM est-il surévalué ?
Voir Juste valeur et analyse de l'évaluationBénéfices et recettes
| ECOM compte de résultat (TTM) | |
|---|---|
| Recettes | US$174.03m |
| Coût des recettes | US$41.25m |
| Marge brute | US$132.78m |
| Autres dépenses | US$95.55m |
| Les revenus | US$37.23m |
Derniers bénéfices déclarés
Sep 30, 2022
Prochaine date de publication des résultats
s/o
| Résultat par action (EPS) | 1.29 |
| Marge brute | 76.30% |
| Marge bénéficiaire nette | 21.39% |
| Ratio dettes/capitaux propres | 0% |
Quelles ont été les performances à long terme de ECOM?
Voir les performances historiques et les comparaisonsAnalyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2022/11/15 19:26 |
| Cours de l'action en fin de journée | 2022/11/14 00:00 |
| Les revenus | 2022/09/30 |
| Revenus annuels | 2021/12/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
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| Prix du marché | 30 ans |
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| Propriété | 10 ans |
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| Gestion | 10 ans |
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| Principaux développements | 10 ans |
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* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
ChannelAdvisor Corporation est couverte par 13 analystes. 5 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| Colin Sebastian | Baird |
| Joel Fishbein | BMO Capital Markets Equity Research |
| Shawn Milne | Brean Capital Historical (Janney Montgomery) |